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Amy W

Series 66

Greenfield, MA

OSAIC Institutions, INC.

Amy Watts is a financial advisor with OSAIC Institutions, Inc. based in Greenfield, MA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Greenfield Savings Bank, Curran and Keegan, Commonwealth Financial Network, and Edward Jones. She has also worked outside finance in roles with Northampton Radio Group and the Organic Trade Association. Amy spends a small portion of her time on fixed insurance sales. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a distinctive service and distribution model.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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